Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Investment Commentary: Monthly Bulletin August 2019

September 2, 2019
Global Equity markets retreated in August as trade tensions between the US and China intensified and closer to home Brexit, took another new twist. Read more

How to improve confidence in your investment decisions

September 2, 2019
Some seven in ten people altered their investment portfolio after experiencing a period of volatility. However, making adjustments due to a lack of confidence in your overall plan could affect returns. Read more

Using your pension to help loved ones: 5 things to do first

September 2, 2019
Are you thinking about using some of your pension to offer a helping hand to loved ones? It could have implications for your long-term financial security. Read more

Investment Commentary: Monthly Bulletin July 2019

August 1, 2019
Markets continued their trend higher through July, buoyed by an expected interest rate cut in the United States and a soothing of tensions in the on-going trade talks with China. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey